Blog Posts in September, 2015

The last article discussed some common reasons people have for wanting to dissolve a Uniform Transfers to Minors Act (UTMA) account set up in the past for their kids. Unfortunately, a UTMA is an irrevocable account and legally belongs to your child. ...

Oftentimes, well-meaning parents or grandparents set up a custodial account for their child under the Uniform Transfers to Minors Act (UTMA), but later realize they should not have done so. What then? This article will discuss why you may regret ...

When you set aside large amounts of money for your young children to control, you are surely working on the best intentions. What could be wrong with a minor having so many finances? The truth is that there is a right and a wrong way to do something ...

The main priority for many people who are entering their golden years is to create an estate plan, either through a will or a trust, which takes care of their friends, family, and loved ones. If you have already prepared for what will happen to your ...

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